Mojo + Rocket Referrals
Create and update Rocket Referrals contacts from new Mojo activities
Effortlessly manage your contacts with this seamless workflow between Mojo and Rocket Referrals. Whenever there's a new activity in your Mojo app, this automation will create or update the corresponding contact in Rocket Referrals. Stay organized and keep your contacts up to date without breaking a sweat.
Effortlessly manage your contacts with this seamless workflow between Mojo and Rocket Referrals. Whenever there's a new activity in your Mojo app, this automation will create or update the corresponding contact in Rocket Referrals. Stay organized and keep your contacts up to date without breaking a sweat.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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GroupRequired
Try ItGroupRequired
Try ItContact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
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New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
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